See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $309,226 | $138,044+124.0% | $125,339+146.7% | $134,475+130.0% |
| Participation rate | 76.5% | 84.5%-8.0pp | 82.4%-5.9pp | 81.2%-4.8pp |
| Annual return | -18.23% | 750.33%-768.6pp | 572.05%-590.3pp | 417.96%-436.2pp |
| Employer contribution / active EE | $4,708 | $5,243-10.2% | $4,814-2.2% | $4,740-0.7% |
| Participant deferral / active EE | $11,867 | $7,799+52.2% | $7,446+59.4% | $6,400+85.4% |
| Admin fee / account holder | $349 | $11,571-97.0% | $10,010-96.5% | $11,426-96.9% |